sector, the third-generation semiconductor sector performed in the early trading, Luxiao Technology (002617) closed the board directly, and Qianzhao Optoelectronics (300102) rose sharply; the banking, real estate, and brokerage sectors rose slightly. The registration system of the new stock sector rose against the market throughout the day, Kabeyi (300863) closed for four consecutive boards, and many stocks such as , Continental (300870), Shengde Xintai (300881), and Blue Shield Optoelectronics (300862) hit the daily limit. Automobile and airport shipping performed well, while food and beverage, medicine, tourism, software, winemaking, biological vaccine and other sectors ranked among the top.
The transaction volume of the two markets hit a new low again in the market sentiment sluggish
The total transaction volume of the two markets was 684.074 billion yuan, and the transaction volume decreased again compared with yesterday, setting a new low since the big rise in July. The transaction volume of northbound funds was 89.7 billion yuan, accounting for about 13% of the transaction volume of the two markets.
In terms of foreign capital, northbound funds net purchases of 742 million yuan throughout the day, of which the Shanghai Stock Connect had a net purchase of 2.228 billion yuan and the Shenzhen Stock Connect had a net sale of 1.486 billion yuan.
For the future market, Bai Ruiying pointed out that after three consecutive days, the market chose to rest, and the volume was still shrinking, and the market was very tangled. The overall sentiment of the ChiNext is a cooling state, and the decline in the number of consecutive boards is proof. Strategically, the ground volume is replenishing the ground volume, which is the process of short-term power failure and is also one of the signals that it gradually bottoms out. The current economic trend is positive, the policies are moderate and friendly, and the macro liquidity is stable, providing stable support for the market, and it is difficult for the market to experience a sustained sharp drop. Now everything is ready, but only the weight is missing to sound the call of assembly. In terms of operation, before breaking through the large volume, we should still focus on holding stocks and waiting. We can sell at a moderate high and buy at a low price to make T, but it is not recommended to open a new position for the time being.
hit the daily limit yesterday and reversed today Dahua shares Afternoon hit the daily limit
As a leading enterprise in my country's security video surveillance industry, it is also a listed company listed by the United States on the sanctions list. Dahua shares (002236) has attracted much attention from the market.
Yesterday, Dahua shares successfully closed the board with a turnover rate of 1.932 billion yuan, with a turnover rate of 4.58%. Judging from the after-hours Dragon and Tiger List, there were 160 million yuan in institutional buys, 257 million yuan in Shenzhen Stock Connect, and there were multiple top hot money buying.
In the afternoon this afternoon, media reported that Alibaba and China Mobile are reported to be considering investing 3 billion yuan (approximately US$443 million) in Dahua shares . In addition, China Mobile is also negotiating a three-year business agreement worth 40 billion yuan with Dahua. The protocol will enable China Mobile to use Dahua’s big data and cloud computing services, video surveillance devices, and Internet of Things (IoT) technology.
Affected by this news, Dahua shares quickly rose The increase of once reached 4%, but the good times did not last long. Relevant personnel of Dahua Company quickly clarified to the relevant media that the report was false news, and the stock price then fell back and almost hit the limit during the session.
card times 100 million yuan for four consecutive boards, driving the new and old Arhats to have a collective carnival
Recently, the transaction volume of the two markets has continued to shrink, the market hot spots are scarce, and the tendency of funds to join forces is obvious. As Kabeyi hit the daily limit again and closed the four consecutive boards, funds flowed back to the registered secondary stocks.
From the perspective of the increase, the registration system's second-new stock sector rose by more than 10% today, significantly outperforming the market index. Among the 27 stocks in the sector, 14 of the 27 stocks in the sector rose by more than 10%, accounting for more than 50%.
Among them, N Huaye (300886), N Puni (300887), and N Aike (300889) have the highest growth rate of 393.81%, 149.38% and 129.25% respectively; C Wansheng (300882), C Haichang (300885), and C Longlide (300883), which do not have a rise or fall, performed poorly. , the increase was 7.55%, 1.42%, and 0.58% respectively; among the remaining 20% stocks with a rise and fall: Daye Co., Ltd. (300879), Canaan Intelligent (300880), Oulutong, Kabeyi, Blue Shield Radio and Television, Shengde Xintai hit the daily limit, Dahongli (300865), Tianyang Technology (300872), Mengtai Hi-Tech (300876), etc. all rose by more than 10%.
Hong Kong stock Ant and Blue Moon are about to be listed
Recently, the Hong Kong stock market has been in constant high-quality new stocks, and the market's enthusiasm for new stocks has risen.
According to the published data, Huazhu Group-S, Mingyuan Cloud, and Tianren Group have confirmed that the subscription date and listing date have reached the high-anticipated Blue Moon and Ant Group need to wait a little longer.
According to the prospectus, in 2019, Blue Moon achieved operating income of HK$7.05 billion, a year-on-year increase of 4%, and net profit attributable to shareholders of HK$1.067 billion, a year-on-year increase of 94.9%. Its product, Blue Moon Laundry Detergent, has maintained its leading position in the laundry detergent industry for many years, with an omni-channel market share reaching 24.4% in 2019; and it was the first to deploy online channels. In 2019, the online market share reached 33.6%, with revenue of 3.328 billion yuan, with CAGR of 33.5% in 2017-19, accounting for 47.2% of total revenue in 2019 and
, while Ant Group owns national-level products such as Alipay , Huabei, and Mutualbao. In 2019 and January-June 2020, Ant Group achieved operating income of 120.618 billion yuan and 72.528 billion yuan, respectively, with net profit of 18 billion yuan and 21.9 billion yuan respectively. Haitong Securities (600837) research believes that Ant Group's profits are expected to continue to grow in the future, and it plans to go public at the same time as the valuation is expected to be 225 billion US dollars.
